Planning for Your Future

Creating a growth plan to help you become one of the best independent financial advisors

It is never too soon to plan for the future. You do this for your clients – why shouldn’t you do this for your own business to be one of the best independent financial advisors you can be? We help you coordinate and put in place the resources needed to assist you in an orderly, rewarding progression. SFA can also help you obtain the base financing you might need for your succession plan.

Asking the Right Questions

A carefully considered succession plan begins by asking the right questions.

What are my long-term goals for myself and my family?

Do I wish to maximize value immediately or continue in my commitments to my clients?

What has been the unique value proposition that kept my clients loyal throughout the years?

Do I wish to sell internally or find an externally based exit strategy?

Your close advisor community, our in-house support and well-established industry network will help you succeed in finding the right partners for taking the next big step in the plan you have envisioned.